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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $400,866 | $72,071+456.2% | $68,368+486.3% | $137,256+192.1% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 21.02% | 353.14%-332.1pp | 292.57%-271.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $7,992 | $2,788+186.6% | $2,649+201.7% | $4,156+92.3% |
| Participant deferral / active EE | $13,947 | $4,410+216.2% | $4,123+238.3% | $6,407+117.7% |
| Admin fee / account holder | $145,615 | $5,336+2629.1% | $5,150+2727.6% | $12,270+1086.7% |